Senior Wealth Associate

2 weeks ago

Oakville, Ontario, Canada Banque Nationale du Canada Full time
Job Title: Senior Wealth Associate

A career as a Senior Wealth Associate at Banque Nationale du Canada is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will work closely with investment advisors to ensure exceptional customer service and smooth branch operations.

Key Responsibilities:
  • Analyze clients' accounts to recommend business opportunities adapted to their needs.
  • Ensure administrative tasks related to account management are completed smoothly and provide outstanding customer service.
  • Develop marketing material to present the service offering for investment advisors.
  • Coordinate the organization of seminars for clients and plan content for them.
  • Take part in financial planning meetings for clients, prepare files, ensure follow-up and subsequent steps.
  • Oversee onboarding, training and coaching for new members of your team.
  • Supervise the process of onboarding new clients.
  • Work with investment advisors to develop innovative portfolio management and marketing strategies to maximize results.
  • Assist investment advisors in preparing annual business plans and monitor progress.
Your Team:

Banque Nationale du Canada's Wealth Management division is a leading player in the Canadian financial services industry. With a team of over 1,000 investment advisors, we manage the assets of more than 400,000 clients across Canada. As a Senior Wealth Associate, you will work closely with an investment advisor to provide exceptional client service and support.

Benefits:

In addition to competitive compensation, you will be eligible for a wide range of benefits, including health and wellness programs, flexible group insurance, a generous pension plan, and employee share ownership plan.

What We Offer:

We are committed to creating a positive and inclusive work environment that supports the growth and development of our employees. We offer a range of opportunities for professional development, including on-the-job training, mentorship, and internal career advancement.

We are an equal opportunities employer and welcome applications from diverse candidates. If you are passionate about delivering exceptional client service and have a strong background in financial services, we encourage you to apply for this exciting opportunity.

  • Senior Wealth Associate

    2 weeks ago

    Oakville, Ontario, Canada National Bank Full time

    Job Title: Senior Wealth AssociateAt National Bank, we are seeking a highly skilled and experienced Senior Wealth Associate to join our team. As a Senior Wealth Associate, you will play a key role in providing exceptional client service and supporting the growth of our wealth management business.Key Responsibilities:Analyze clients' accounts to identify...

  • Senior Wealth Associate

    2 weeks ago

    Oakville, Ontario, Canada National Bank Full time

    Job Title: Senior Wealth AssociateAt National Bank, we are seeking a highly skilled and experienced Senior Wealth Associate to join our team. As a Senior Wealth Associate, you will play a key role in providing exceptional client service and supporting the growth of our wealth management business.Key Responsibilities:Analyze clients' accounts to identify...

  • Senior Wealth Associate

    4 weeks ago

    Oakville, Ontario, Canada National Bank Full time

    Job Title: Senior Wealth AssociateAt National Bank, we are seeking a highly skilled and experienced Senior Wealth Associate to join our team. As a Senior Wealth Associate, you will play a key role in providing exceptional customer service and ensuring smooth branch operations.Key Responsibilities:Analyze clients' accounts to recommend business opportunities...

  • Senior Wealth Associate

    4 weeks ago

    Oakville, Ontario, Canada National Bank Full time

    Job Title: Senior Wealth AssociateAt National Bank, we are seeking a highly skilled and experienced Senior Wealth Associate to join our team. As a Senior Wealth Associate, you will play a key role in providing exceptional customer service and ensuring smooth branch operations.Key Responsibilities:Analyze clients' accounts to recommend business opportunities...

  • Senior Wealth Associate

    3 weeks ago

    Oakville, Ontario, Canada National Bank Full time

    Job Title: Senior Wealth AssociateAt National Bank, we are seeking a highly skilled and experienced Senior Wealth Associate to join our team. As a Senior Wealth Associate, you will play a key role in providing exceptional client service and supporting the growth of our wealth management business.Key Responsibilities:Analyze clients' accounts to identify...

  • Senior Wealth Associate

    3 weeks ago

    Oakville, Ontario, Canada National Bank Full time

    Job Title: Senior Wealth AssociateAt National Bank, we are seeking a highly skilled and experienced Senior Wealth Associate to join our team. As a Senior Wealth Associate, you will play a key role in providing exceptional client service and supporting the growth of our wealth management business.Key Responsibilities:Analyze clients' accounts to identify...

  • Senior Wealth Associate

    1 week ago

    Oakville, Ontario, Canada National Bank Full time

    Job Title: Senior Wealth AssociateAt National Bank, we are seeking a highly skilled and experienced Senior Wealth Associate to join our team. As a key member of our Wealth Management group, you will play a critical role in delivering exceptional client service and driving business growth.Key Responsibilities:Analyze client accounts to identify business...

  • Senior Wealth Associate

    4 weeks ago

    Oakville, Ontario, Canada National Bank Full time

    About the RoleA career as a Senior Wealth Associate at National Bank offers a unique opportunity to work collaboratively with clients and colleagues. In this position, you will work closely with investment advisors to deliver exceptional customer service and ensure seamless branch operations.Key ResponsibilitiesCollaborate with investment advisors to provide...

  • Senior Wealth Associate

    4 weeks ago

    Oakville, Ontario, Canada National Bank Full time

    About the RoleA career as a Senior Wealth Associate at National Bank offers a unique opportunity to work collaboratively with clients and colleagues. In this position, you will work closely with investment advisors to deliver exceptional customer service and ensure seamless branch operations.Key ResponsibilitiesCollaborate with investment advisors to provide...

  • Senior Wealth Associate

    4 weeks ago

    Oakville, Ontario, Canada National Bank Full time

    About the RoleA career as a Senior Wealth Associate at National Bank offers a unique opportunity to work collaboratively with clients and colleagues. In this position, you will work closely with investment advisors to deliver exceptional customer service and ensure seamless branch operations.Your Key ResponsibilitiesAnalyze client needs and develop tailored...

  • Senior Wealth Associate

    4 weeks ago

    Oakville, Ontario, Canada National Bank Full time

    About the RoleA career as a Senior Wealth Associate at National Bank offers a unique opportunity to work collaboratively with clients and colleagues. In this position, you will work closely with investment advisors to deliver exceptional customer service and ensure seamless branch operations.Your Key ResponsibilitiesAnalyze client needs and develop tailored...

  • Senior Wealth Associate

    3 weeks ago

    Oakville, Ontario, Canada National Bank Full time

    About the RoleA career as a Senior Wealth Associate at National Bank offers a unique opportunity to work collaboratively with clients and colleagues. In this position, you will work closely with investment advisors to deliver exceptional customer service and ensure seamless branch operations.Key ResponsibilitiesCollaborate with investment advisors to provide...

  • Senior Wealth Associate

    3 weeks ago

    Oakville, Ontario, Canada National Bank Full time

    About the RoleA career as a Senior Wealth Associate at National Bank offers a unique opportunity to work collaboratively with clients and colleagues. In this position, you will work closely with investment advisors to deliver exceptional customer service and ensure seamless branch operations.Key ResponsibilitiesCollaborate with investment advisors to provide...

  • Senior Wealth Associate

    4 weeks ago

    Oakville, Ontario, Canada Banque Nationale du Canada Full time

    Job SummaryA career as a Senior Wealth Associate at Banque Nationale du Canada is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will work closely with investment advisors to ensure exceptional customer service and smooth branch operations.Key Responsibilities:Collaborate with investment advisors...

  • Senior Wealth Associate

    4 weeks ago

    Oakville, Ontario, Canada Banque Nationale du Canada Full time

    Job SummaryA career as a Senior Wealth Associate at Banque Nationale du Canada is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will work closely with investment advisors to ensure exceptional customer service and smooth branch operations.Key Responsibilities:Collaborate with investment advisors...

  • Senior Wealth Associate

    1 month ago

    Oakville, Ontario, Canada National Bank Full time

    {"title": "Senior Wealth Associate", "description": "Unlock Your Potential in Wealth ManagementAs a Senior Wealth Associate at National Bank, you will play a key role in delivering exceptional client experiences and driving business growth. Your expertise in portfolio management, financial planning, and marketing will enable you to analyze clients' accounts,...

  • Senior Wealth Associate

    1 month ago

    Oakville, Ontario, Canada National Bank Full time

    {"title": "Senior Wealth Associate", "description": "Unlock Your Potential in Wealth ManagementAs a Senior Wealth Associate at National Bank, you will play a key role in delivering exceptional client experiences and driving business growth. Your expertise in portfolio management, financial planning, and marketing will enable you to analyze clients' accounts,...

  • Senior Wealth Associate

    2 weeks ago

    Oakville, Ontario, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Wealth Associate to join our team at National Bank. As a key member of our wealth management team, you will play a critical role in providing exceptional client service and supporting the growth of our business.Key ResponsibilitiesAnalyze client accounts to identify business opportunities...

  • Senior Wealth Associate

    2 weeks ago

    Oakville, Ontario, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Wealth Associate to join our team at National Bank. As a key member of our wealth management team, you will play a critical role in providing exceptional client service and supporting the growth of our business.Key ResponsibilitiesAnalyze client accounts to identify business opportunities...

  • Senior Wealth Associate

    3 weeks ago

    Oakville, Ontario, Canada National Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Wealth Associate to join our team at National Bank Financial - Wealth Management. As a key member of our team, you will work closely with investment advisors to provide exceptional client service and support the smooth operation of our branches.Key ResponsibilitiesAnalyze client accounts to...